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“For the 99.5% Act": A Look at Proposed Changes and Estate Planning
June 7th, 2021
On March 21, 2021, Rep. Jimmy Gomez and Sen. Bernie Sanders introduced a new bill into Congress called, “For the 99.5% Act.” The bill’s introduced form is only 18 pages long, but its potential impact on federal estate and gift tax l…
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What are the Differences Between Wills and Trusts
December 10th, 2020
Trusts and Wills have specific and quite different benefits for estate planning purposes. Each state has specific laws and regulations governing these legal documents. You can have both a will and a trust; however, the information in each should comp…
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Categories: Estate Planning
Using a Trust to Provide Care for Your Elderly Parents
September 30th, 2016
Using a Trust to Supplement Care for Your Elderly Parents Estate planning is for everyone. Sometimes, young adults without children assume they don’t need to plan; everything will go to their parents anyway. But as your parents age, and as you…
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Using a Trust to Keep Money Safe from Young Adults' Bad Decisions
September 23rd, 2016
A well-designed trust should protect your hard-earned assets and ensure the best outcome for each beneficiary. Young adults can be vulnerable to their own bad decisions in money, relationships, and spending; a trust can help protect their financial f…
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Attorney Jana McCreary
Houston Estate Planning Attorney Jana R. McCreary has been an attorney for over nineteen years, a career move she made after working for over a decade with adults and children with intellectual disabilities and mental illness. Graduating summa cum la… Read More